Purchases and Sales Made in Q4 2021 in Eaton Vance National Municipal Opportunities Trust (EOT)
This table provides information about the institutional ownership of Eaton Vance National Municipal Opportunities Trust (EOT) during Q4 2021. The information is specifically focused on institutions that hold shares of Eaton Vance National Municipal Opportunities Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.5K+ 30.28% |
$1.09M - $1.19M
|
213K
$3.71M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.37K+ 9.02% |
$163K - $177K
|
89K
$1.55M
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.85K+ 8.41% |
$151K - $164K
|
88.2K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.76K+ 16.23% |
$127K - $138K
|
41.2K
$719K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5KNew |
$110K - $120K
|
5K
$87.2K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.77KNew |
$105K - $114K
|
4.77K
$83.1K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.75KNew |
$105K - $114K
|
4.75K
$82.8K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.75K+ 6.15% |
$60.7K - $66K
|
47.5K
$828K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.5K+ 15.24% |
$55.2K - $60K
|
18.9K
$329K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.1K+ 9.61% |
$46.3K - $50.4K
|
24K
$418K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.38KNew |
$30.5K - $33.1K
|
1.38K
$24.1K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 12.36% |
$23.1K - $25.1K
|
9.52K
$166K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1KNew |
$22.1K - $24K
|
1K
$17.4K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
439+ 34.0% |
$9.69K - $10.5K
|
1.73K
$30.2K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150New |
$3.31K - $3.6K
|
150
$2.61K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60+ 0.14% |
$1.32K - $1.44K
|
41.7K
$727K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49+ 0.11% |
$1.08K - $1.18K
|
44.2K
$771K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-550- 3.95% |
$12.1K - $13.2K
|
13.4K
$233K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-820- 3.17% |
$18.1K - $19.7K
|
25K
$436K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-902- 0.85% |
$19.9K - $21.6K
|
105K
$1.82M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-989- 1.7% |
$21.8K - $23.7K
|
57.2K
$997K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.8KClosed |
$39.7K - $43.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.35K- 1.15% |
$51.8K - $56.4K
|
203K
$3.53M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.17K- 16.08% |
$70K - $76.1K
|
16.6K
$289K
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-4.38K- 7.46% |
$96.6K - $105K
|
54.3K
$946K
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
SELL
|
- |
-8.73KClosed |
$193K - $209K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-11.4K- 16.78% |
$252K - $274K
|
56.5K
$986K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.1K- 8.06% |
$509K - $554K
|
263K
$4.59M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-64.9KClosed |
$1.43M - $1.56M
|
0
$0
|